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Overview

Z360 Assist is your AI-powered assistant within Z360 that helps you manage contacts, tickets, inbox conversations, and inquiries using MCP tools. It allows you to Create, Read, Update, and Delete (CRUD) records directly from the platform. Additionally, Z360 Assist integrates with third-party apps like Google Calendar, making it easier to manage external services without leaving Z360. You can also perform web searches to retrieve the latest information online. This guide covers how to use Z360 Assist to manage your data, use web search, and integrate with third-party applications to enhance your workflow.

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MCP Tools – Create, Read, Update, Delete

Z360 Assist simplifies the management of your data using MCP tools for Create, Read, Update, and Delete operations. Here’s how you can use each function with examples:

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Create

Creating new records is easy with Z360 Assist. Whether it’s a new contact, ticket, inquiry, or conversation, you can add them with a simple command.
  • Create a New Contact:
    Command: “Create a new contact named Sarah with email sarah@example.com and phone number 555-1234.”
    Result: Z360 Assist will create Sarah’s contact with the provided details.
  • Create a Contact with Custom Fields:
    Command: “Create a contact for Maya Patel, set her customer tier to Gold, and add her renewal date as August 15.”
    Result: Ask Z can look up your organization’s contact custom fields, including field type, options, and required status, then create the contact with the right values.
  • Create a New Ticket:
    Command: “Create a new ticket titled ‘Unable to access account’ with priority High and assign it to John.”
    Result: Z360 Assist creates the ticket and assigns it to John.
  • Create a New Inquiry:
    Command: “Create a new inquiry from Mark about pricing for premium plans.”
    Result: Z360 Assist creates the inquiry and links it to Mark’s record.

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Read

Z360 Assist can retrieve and display information from your records, including contacts, tickets, and conversations.
  • View Contact Information:
    Command: “Show me all the details for Sarah’s contact.”
    Result: Z360 Assist will display Sarah’s contact information.
  • Search Contact Custom Fields:
    Command: “Find contacts where customer tier is Gold.”
    Result: Ask Z can search supported contact custom fields and return matching contacts. For very broad searches, ask it to include a total count.
  • View Open Tickets:
    Command: “Show me all open tickets assigned to John.”
    Result: Z360 Assist will list all open tickets assigned to John.
  • View Past Conversations:
    Command: “Show me all the conversations with Mark.”
    Result: Z360 Assist will provide a list of all past interactions with Mark.

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Update

Updating existing records is straightforward with Z360 Assist. You can change contact details, ticket statuses, or inquiry stages.
  • Update a Contact:
    Command: “Update Sarah’s phone number to 555-5678.”
    Result: Z360 Assist updates Sarah’s phone number in the contact record.
  • Update a Contact Custom Field:
    Command: “Change Sarah’s preferred service to Installation.”
    Result: Ask Z updates the custom field when the field exists, the value matches the field type or allowed options, and your user has access.
  • Change Ticket Status:
    Command: “Change the status of the ticket ‘Unable to access account’ to ‘In Progress.’”
    Result: Z360 Assist will change the ticket status to “In Progress.”
  • Update an Inquiry Stage:
    Command: “Change the stage of Mark’s inquiry to ‘In Progress.’”
    Result: Z360 Assist will move Mark’s inquiry to the “In Progress” stage.

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Delete

If you no longer need a record, you can delete it with a simple command.
  • Delete a Contact:
    Command: “Delete the contact Sarah.”
    Result: Z360 Assist will remove Sarah’s contact from the system.
  • Delete a Ticket:
    Command: “Delete the ticket titled ‘Unable to access account.’”
    Result: Z360 Assist will permanently delete the ticket.
  • Delete an Inquiry:
    Command: “Delete the inquiry from Mark about premium plan pricing.”
    Result: Z360 Assist will delete the inquiry from your system.

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Using Web Search with Z360 Assist

Z360 Assist also includes a Web Search tool, allowing you to search for up-to-date information across the web. Here’s how to use it:
  1. Open Web Search
    Click the WebSearch button within the Z360 application to access the tool.
  2. Enter Your Search Query
    In the Ask Anything input field, type your search query. For example, you can search for industry news, trending topics, or any other relevant information.
  3. Submit Your Query
    Click Submit to initiate the web search. Z360 Assist will fetch results from the web and display them inside the application.
Example:
Command: “What’s trending in home services right now?”
Result: Z360 Assist will provide the latest relevant information from the web.

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Third-Party App Integrations

Z360 Assist integrates with several third-party apps to enhance your workflow. Here’s how to set up and use third-party apps like Google Calendar and Calendly:

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Google Calendar Integration

  1. Select Google Calendar Integration
    In Z360, go to the Integrations section and select Google Calendar to begin the setup.
  2. Enter Availability Request
    Command: “Check my availability for this week.”
    Result: Z360 Assist will retrieve your schedule directly from Google Calendar.
  3. Submit Integration Request
    Click Submit to complete the integration setup and access your calendar directly within Z360.

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Other Third-Party Integrations

Z360 also supports integrations with tools like Calendly, X (Twitter), and Google Meet. These integrations allow you to manage tasks and appointments directly from Z360 without having to switch apps.

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Ask Z Expert Modes and Previews

Ask Z can switch into focused expert modes for deeper work, including Business Manager, Ability Builder, Pipeline Builder, and Deep Research. When working with pipelines, abilities, or Business Manager actions, Ask Z can show previews for stages, sources, intake fields, communication settings, follow-ups, actions, files, generated artifacts, and operational record changes before changes are applied. Your team can also create custom AI Experts in AI Studio > Experts. Custom experts can have their own instructions, icons, allowed tools, schedule settings, and connected-app triggers. Use them when a recurring workflow needs a specialist instead of a general chat. Ask Z can keep durable context through AI Studio > Memory. Organization memory applies across the team, while user memory keeps teammate-specific context separate.

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Tips

  • Use Natural Language: Ask Z in plain language. It understands everyday phrases and can perform actions accordingly.
  • Combine Commands: You can ask Z360 Assist to create, update, or retrieve multiple items in a single command. For example, “Create a new contact, assign it to a new ticket, and set the ticket to high priority.”
  • Name Custom Fields Clearly: When asking Ask Z to update a custom field, use the field name your team configured in contact settings. Ask Z can discover the field ID, type, options, and required flag before applying the change.
  • Use Custom Experts for Repeatable Work: Create a custom expert when the same type of task needs consistent instructions, a schedule, or limited tool access.
  • Review Memory When Context Changes: Update AI Studio memory when stable organization or teammate context is outdated.
  • Check Web Search Results: When using web search, refine your queries to get the most accurate and relevant information.
  • Explore More Integrations: Visit the Integrations section in Actions tab to explore additional third-party apps that can be connected to Z360 to streamline your workflow.